Financial Advisor Marketing Podcast

I recently made a big, fat, rookie mistake in an advertising campaign. The mistake?  I tried to justify an objection I imagined my ideal customers had… except they didn’t have this objection and the advertising copy completely backfired on me.  But you know what? Since I suffered the humiliation of this mistake, you don’t have to. When you listen to this episode, you’ll hear the full story about this foolish mistake, including the exact marketing and persuasion laws I violated.  Best part? After listening to this episode, you might even be able to double what you currently charge to your clients. Listen now. Show highlights include: The weird way the chart of my progressing grip strength can teach your business about achieving slow, steady, and consistent growth (1:37) How I made more from one email campaign than most advisors can even dream about making in an entire year (5:32)  Please learn from this foolish advertising mistake I recently made with a campaign so you don’t repeat it. Listen to (10:16)  How “over-persuading” can cause an almost closed client to ditch you for your biggest competitor (12:03)  The “state it and shut up” secret for turning your exorbitant prices into a reason prospective clients want to hire you (13:53)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started.  I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are).   So, here’s the harsh truth: You’re playing too small.  If you truly want exceptional results, you need exceptional causes. But most advisors stay in the comfort zone and never build the assets that make achieving the next level a matter of when, not if.  Today’s show is designed to shock you out of your comfort zone, so you can enjoy the freedom that comes with a stronger business.  Listen now. Show highlights include: The weird way young and hungry advisors can make up decades of experience in the next 365 days (1:10) What you must start building if you want to be able to spend more time at the pool and beach than you spend in your house (2:14)   The insidious “little pill” trap that successful advisors fall into that subtly devastates their wealth (6:35)  The single most important piece of advice that I wish I received when I was younger (10:05)  How incremental growth slowly ravages your ambition until you wake up one day and realize you’re only average (10:17)  Why it’s more profitable to set big goals you never reach than to set small goals you continue to crush (12:47)  The “Lifestyle Creep” secret behind why young advisors are better positioned to dominate the market than experienced ones (16:19)  Why you’ll never reach the top 1% of advisors if you cut your business expenses when cashflow dries up (21:13)   Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.  But wait - there’s more! Not only is AI planting the seeds to your business’s destruction…  but it’s also literally stealing your mind and cognitive functions. I’m not just making this up either: MIT recently proved this.  That said, there is a sliver of good news in the AI craze:  Simply not using it will make you stand head and shoulders above the rest of the industry.  If you want to keep your brain, get better marketing results, and leave the rest of the advisors in the dust, listen now. Show highlights include: The “dishwater secret” for using artificial intelligence in a way that won’t scare off prospective clients (0:44)  How having this one insidious desire, which is rampant among advisors who use AI, will gradually bankrupt your business… until, one day, it goes poof! (1:55)  How the “Contrast Effect” makes your marketing instantly look more impressive, persuasive, and valuable (even if you’re not the best marketer) (2:48)  3 simple ways to make your marketing stand out from almost every other advisor on the face of the earth (4:52)  This MIT study alone will scare you away from ever using AI for marketing again (8:59)  Will AI cause a serious spike in dementia? It’s hard to tell, but the research data is damning… (11:25)  Why it’s impossible for advisors who use AI to be in the top 1% of advisors (12:33)  A real life LinkedIn example of why human marketing will always beat AI marketing (14:15)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period).  And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.  So, my misfortune is your gain… In today’s show, you’ll discover all the various ways you can prevent your financial advice business from becoming commoditized.  Listen now.  Show highlights include: How to get more clients by offering them less than your competitors (1:39)  2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44) The unsexy secret for dominating the financial advisor industry to the point where you don’t even have to think about your competitors (6:50)  The “S-word” that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57)  Here’s one of the biggest differences in behavior I’ve seen between wildly successful financial advisors and mediocre ones (12:28)  3 more “obvious” yet overlooked ways to avoid becoming a commodity (18:23)  Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Get ready for some tough love as the host reveals 15 glaring signs that could spell doom for financial advisors. Discover the mindset traps that hold many back and the one word that predicts success with alarming accuracy. Learn why compliance fears can sabotage your business and why hunting for quick wins often leads to failure. Plus, uncover the traits of ego and resilience that can make or break an advisor's career, emphasizing the need for personal growth and strategic focus in the journey to thrive.

Discover astonishing insights from analyzing 2,670 marketing emails! Uncover the secrets behind high-converting emails and why breaking traditional subject line rules can skyrocket open rates. Learn why an increased unsubscribe rate might not be as bad as it seems. Find out the critical emotional ingredients your emails need for better engagement and why overloading them with value could hurt conversions. Plus, hear about surprising personal mistakes that reveal crucial lessons for effective marketing.

Many financial advisors hit a $250K revenue ceiling and don't know how to break free. The podcast reveals three crucial metrics needed for growth and explains why being busy can hinder success. It introduces leverage in marketing as a key to expansion and shares six growth patterns developed from extensive advisor experience. Listeners also learn about common hiring pitfalls and a productivity hack that saves an entire week each month. Finally, it discusses the importance of surrounding yourself with the right people to reach that $1M goal.

Discover how to tackle marketing challenges by confronting the tendency to take shortcuts. Learn why embracing authentic storytelling and unique value can set you apart in the crowded financial advisory space. Uncover the hidden pitfalls of using AI in your marketing strategy and why they could hinder your growth. Find out how a commitment to hard work and ambitious goal-setting can significantly boost your success. This insightful discussion will reveal the keys to maintaining relevance and increasing your impact in the industry.

Unlock the secrets to extreme productivity with powerful insights. Discover a productivity hack that challenges conventional time management thinking. Learn how your natural rhythms can supercharge your output. Find out why working longer can actually hinder your efficiency. Explore the connection between specific action plans and lasting success. Delve into creating supportive environments and the dangers of multitasking. Plus, discover the hidden costs of willpower and how structured habits can lead to sustained success.

Discover why clients prioritize value over price when buying financial plans. Learn how to transform selling a $100 plan into an easy feat by emphasizing your unique offerings. Uncover the art of differentiation in the financial advisory sector using an intriguing waffle analogy. Get insights on addressing unspoken concerns that prospects have and how to eliminate their price hesitations. Finally, grasp the concept of 'ethical FOMO' to make your services irresistible and understand why proving worth isn't the key to selling premium plans.